FIS
147 Case Studies
Case Study: COUNTRY Financial boosts advisor productivity and strengthens customer relationships with FIS' wealth management suite
A FIS Case Study
Powering the confidence to focus on core competencies
COUNTRY Financial, a 90‑year‑old financial planning and investment management firm with over 2,600 employees, faced suboptimal advisor productivity as representatives spent excessive time explaining complex concepts and switching between disparate product systems. To strengthen customer relationships, improve information flow, and unify clients’ financial relationships, COUNTRY Financial selected FIS’ wealth management solution suite.
FIS implemented a unified wealth management platform that consolidated all product-line systems and integrated client financial data. The FIS solution empowered advisors to simplify complex information, spend more time on one‑on‑one relationship building, and accelerate the sales pipeline and service delivery—creating a single system for all product lines and measurable improvements in advisor productivity and customer experience.
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